If you’re not using ProWeb’s Customer Portal, you’re working too hard. 🧩 Old Way: Print. Chase. Repeat. 🚀 New Way: 1. Enter return in ProWeb 2. Click Customer Portal 3. Send invite (text/email) 4. Client signs from their phone 5. Done ✅ 📎 Bonus: Use this to deliver & collect Consent to Use + Disclosure Forms = IRS compliant + refund advance ready. 🔥 Pro Tip: Add portal setup to your intake automation and cut your follow-ups in half.